
About the Firm
RJR Asset Management provides investment guidance and deal origination services.
RJR Asset Management does not manage assets for outside investors or the general public.
​​The Firm seeks investment opportunities in the following areas.
Focus
We identify, evaluate, and manage public and private investment opportunities across asset classes. We focus on investment opportunities which have asymmetric, idiosyncratic, and contrarian characteristics — combining the stability and compounding power of public markets with the optionality and transformative upside of private placements.
Public Markets
We actively invest in mid- and large-cap equities and fixed income markets, providing rigorous research, modeling, and strategy. Guided by our philosophy of capital preservation, asymmetric opportunity, and disciplined curiosity, we pursue overlooked businesses, structural inefficiencies, defendable moats, and durable cash flows.
Funds & Partnerships
Across both public and private markets, we evaluate and allocate to fund structures that align with our objectives:
Public: mutual funds, active strategies, and specialized managers outside the index mainstream
Private: SPVs, direct funds, and fund-of-funds spanning pre-seed through Series E venture, growth equity, and beyond. We prioritize structures with distinct uniqueness, clear governance, transparent fees, and capital discipline.
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Private Markets & Technology
We back asset-light, innovative companies with the potential to spin the flywheel of growth.
Areas of focus include:
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Artificial Intelligence & Machine Learning
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Data Mining & Analytics
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Robotics, Engineering & Drones
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Digital Assets & Blockchain & Cryptocurrencies
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Deep Tech / Sciences
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Web3 / FinTech
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Internet of Things & 5G/6G
Deep Sciences
We support breakthrough advances in biotechnology, healthcare, therapeutics, and pharmacology, targeting ventures with meaningful real-world impact.
Real Assets
We complement our market and technology strategies with select opportunities in real estate, infrastructure, energy, and royalty-based models, chosen for idiosyncrasies, downside protection, and long-term resilience.​
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Portfolio (as of SEPT 2025)
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Completed in 2020:
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(Series B Participant) Healthcare Therapeutic revolutionizing the way Cancer is discovered and treated
Completed in 2021:
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(Series C Participant) Digital Marketing SaaS using AI to transform digital marketing assets
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(Seed Participant) Predictive Business Analytics platform for Software Development and Engineering
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(Fixed Income Fund Selection) Short Duration, Municipals FI Fund
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(Fixed Income Fund Selection) Short Duration, IG Corporates FI Fund
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(Public Equity Investment Manager Selection) Technology Leaders Fund
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(Public Equity Fund Selection) MegaCap Technology Fund Selection
Completed in 2022:
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(Early Stage Venture Fund, First Close Participant) Early Stage Technology Fund with unique technology focus and orientation to Texas portfolio companies
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(Series D Participant, Follow On) Digital Marketing SaaS using AI to transform digital marketing assets
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(Series B Participant) AI Voice SaaS company delivering NLP/LLM models and technology for drive-through ordering
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Completed in 2023:
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(Early Stage Fund of Funds Participant) Unique FoF which specializes in discovering and backing first time fund managers in a wide variety of sectors including, cyber security, deep sciences, and international.
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(Fixed Income Fund Selection) Short Duration, Taxables & Corporates
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(Early Stage Venture Fund Participant) Deep Technology and Biosciences Fund: Health Technology, Biological Platforms, Applied Robotics
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Completed in 2024:
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(Public Equity Fund Selection) Technology Leaders Fund Selection
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(Derivatives Strategy SMA Development) Selected Public Equity Derivatives Portfolio
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(Fixed Income Fund Selection) Medium Duration Corporates and Treasuries
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(Public Market Derivatives Strategy Development) Deployed Public Market Options Strategies
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Completed in 2025:
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(Public Equity Fund Selection) Follow On Tranche to Technology Leaders Fund
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(Public Equity Fund Selection) International Fund
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(Early Stage Venture Fund, First Close Participant) Engineering, Applied Robotics, Autonomous
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(Derivatives Strategy SMA Development) Follow On Public Equity Derivatives Portfolio
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If you are a Venture Capital, Private Equity, Investment Manager or Startup and are currently raising capital, please inquire below to be considered for an investment.
CONTACT US
For any inquiries, please call or email:
Raymond Duffy Jr. | 203-570-5095 | Ray@RJRAssetManagement.com | All General Inquiries
Headquarters
Austin, TX
Alternatively
You can fill in the following contact form and we will respond to your inquiry as promptly as possible: